OIA

OneDigital Investment Advisors Portfolio holdings

AUM $9.74B
1-Year Est. Return 13.9%
This Quarter Est. Return
1 Year Est. Return
+13.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$875M
AUM Growth
+$603M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,327
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$9.11M
3
+$8.95M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$6.38M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.81M

Top Sells

1
+$4.32M
2
+$871K
3
+$413K
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$410K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$380K

Sector Composition

1 Real Estate 50.74%
2 Financials 2.77%
3 Industrials 2.37%
4 Consumer Staples 1.76%
5 Energy 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$21K ﹤0.01%
134
727
$21K ﹤0.01%
186
+29
728
$21K ﹤0.01%
325
729
$21K ﹤0.01%
679
730
$20K ﹤0.01%
+480
731
$20K ﹤0.01%
455
732
$20K ﹤0.01%
800
733
$20K ﹤0.01%
148
734
$20K ﹤0.01%
3,884
735
$20K ﹤0.01%
1,000
736
$20K ﹤0.01%
+1,195
737
$20K ﹤0.01%
277
738
$20K ﹤0.01%
327
-18
739
$20K ﹤0.01%
1,000
740
$20K ﹤0.01%
387
741
$20K ﹤0.01%
900
742
$20K ﹤0.01%
307
+77
743
$20K ﹤0.01%
250
744
$20K ﹤0.01%
415
745
$20K ﹤0.01%
130
746
$20K ﹤0.01%
935
747
$20K ﹤0.01%
375
748
$20K ﹤0.01%
1,301
749
$19K ﹤0.01%
2,000
750
$19K ﹤0.01%
323
+42
28 29
30
31 32